I have a very big financial form of a budget, where it has lot of information spread across months of a year or future years. To just give you guys some background, budget is created for every year and will be having different kinds of funding sources like expense, capital, OPEX's
The way i have designed the form is, have the months as columns and show different funding sources(i.e expense, capital,..etc) related info as the rows. But the problem here, these expense/capital has sub levels within each level, which actually rolls-up to the top and gives the total amount. And when the user opens all the sublevels of the forms, it looks really really complex and takes quite bit of time to locate where the user needs to focus on.
Each funding source will have similiar financial form which i am handling using (4)tabs
I am trying to simplify the design of the form, by showing only the current month info and then showing remaining months but user needs to see all the months to observe the trending on how they have allocated/spent the budget for given entity.
I know this is a tricky question, but i am posting here to understand your viewpoints on how you would be approaching or solving the problem.
Finance form in Excel
Financial forms of each funding type added in tabs http://www.flickr.com/photos/58052028@N00/6504738529/in/photostream/lightbox/